Name: The Future AI Advisor
Uploaded: 2026-04-21T15:00:00Z
Duration: 2 min 54 s
Description: Within five years, “the consumer will have the ability to go online and design their financial advisor—what they look like, how they talk, how they interact, what they remember,” says Rob Nelson, CEO and founder of NorthRock Partners.

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Within five years, “the consumer will have the ability to go online and design their financial advisor—what they look like, how they talk, how they interact, what they remember,” says Rob Nelson, CEO and founder of NorthRock Partners.

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The Future AI Advisor

Think about what's happening right now at this point in time in our lives. You have a consumer that's digitally fluent. They're digitally aware. They've grown up with it, especially Gen X and millennials, and they're seeking a different experience. They don't want the same experience as their parents. You can see that in a lot of the platforms like a Robinhood. It doesn't look like the platforms that we grew up with. Time is becoming the ultimate client deliverable, even for the 20 somethings. They, you can work with clients that are starting in their 20s and they're talking about, that this is not where I want to spend my time. They think intentionally about their time. Hyper-personalization, hyper-personalization is becoming baseline where for all of us as consumers, I want you to know me, I want you to customize it for me, and I want an experience related to it. And then demand for advice is going beyond financial advice. And so all of those forces are coming together at this time. And so what does that mean? What it means is, what it means is is 2, 3, 4, for sure within the next 5 years, but in the next 2 to 5 years is that the consumer has the ability to go online and design their financial advisor, what they look like, how they talk, how they interact, what they remember. They have the ability to choose what that interaction looks like. They decide what information to share. But because it's technology, they'll give access to their entire, everything that's in their phone. And in everybody's phone, right now, it's everything,

All the information they need.

All of your emails, all of your texts, people carry their diary in there now. I mean, the ability to have access to information that neither you or I have when we talk about, to the consumer. The power of never forgetting, never forget. The ability to work with you, as well as it's the most knowledgeable financial advisor on the planet as of last night's close. It's also happened to read every book on human psychology. So when you're talking, it's literally listening to every word and it knows what you really mean, maybe even sometimes better than what you do,

Yeah, right.

as you think about it. It follows through on every promise. And it's not just advice. It's doing, it's executing. So it's providing you the advice, and then it's doing your taxes, it's implementing the insurance, it's making the trades on your behalf. And it's gonna feel relational. It's gonna, there's a common thing that you hear on stage often right now is, "We'll never replace human empathy." And that could be true, but AI is going to be able to simulate human empathy at its best. And so there's so much more, but this change is going to be profound. And I don't think as advisors that we understand that this is what's coming our way.